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MILESTONE ASSET MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MILESTONE ASSET MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001964722
持仓数
235
前50大市值合计
$364.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 89
增持 33
减持 21
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
BALT
INNOVATOR ETFS TRUST
-$70.8M
427,235
-85%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$44.5M
1,176,396
-65%
减持
BUFF
INNOVATOR ETFS TRUST
-$19.5M
79,599
-86%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$19.2M
1,183,862
+126%
减持
SFLR
INNOVATOR ETFS TRUST
-$18.7M
109,133
-86%
建仓
GJAN
FIRST TR EXCHNG TRADED FD VI
+$16.2M
452,332
增持
—
INVESCO EXCH TRD SLF IDX FD
+$10.5M
486,011
+1760%
减持
BIL
SPDR SER TR
-$9.1M
57,907
-63%
减持
XBIL
RBB FD INC
-$8.8M
103,801
-63%
增持
MSFT
MICROSOFT CORP
+$8.6M
24,178
+484%
增持
AAPL
APPLE INC
+$6.4M
45,460
+509%
建仓
SPLB
SPDR SER TR
+$6.3M
270,033
建仓
IGLB
ISHARES TR
+$6.3M
121,718
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$6.3M
79,996
建仓
SPBO
SPDR SER TR
+$6.3M
214,875
建仓
LQD
ISHARES TR
+$6.2M
57,380
增持
UNH
UNITEDHEALTH GROUP INC
+$6.1M
13,160
+1733%
建仓
TRV
TRAVELERS COMPANIES INC
+$5.7M
24,706
建仓
AXP
AMERICAN EXPRESS CO
+$5.1M
22,260
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.5M
64,972
+1402%
建仓
GFEB
FIRST TR EXCHNG TRADED FD VI
+$3.5M
102,116
建仓
GNOV
FIRST TR EXCHNG TRADED FD VI
+$3.5M
106,024
建仓
GMAY
FIRST TR EXCHNG TRADED FD VI
+$3.5M
102,290
建仓
GAUG
FIRST TR EXCHNG TRADED FD VI
+$3.5M
104,860
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$3.4M
63,375
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$3.4M
61,915
增持
NVDA
NVIDIA CORPORATION
+$3.1M
4,152
+211%
建仓
CVX
CHEVRON CORP NEW
+$2.8M
17,911
建仓
IJJ
ISHARES TR
+$2.4M
20,707
建仓
IVE
ISHARES TR
+$2.4M
12,944
建仓
IJS
ISHARES TR
+$2.4M
23,481
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$2.3M
95,109
建仓
SHV
ISHARES TR
+$2.2M
20,325
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$2.2M
11,314
建仓
TXN
TEXAS INSTRS INC
+$2.1M
12,259
建仓
—
LAM RESEARCH CORP
+$2.1M
2,185
建仓
KMB
KIMBERLY-CLARK CORP
+$1.9M
14,978
建仓
—
ARISTA NETWORKS INC
+$1.9M
6,581
建仓
EL
LAUDER ESTEE COS INC
+$1.9M
12,353
建仓
PG
PROCTER AND GAMBLE CO
+$1.8M
11,390
建仓
DELL
DELL TECHNOLOGIES INC
+$1.8M
15,855
建仓
MPWR
MONOLITHIC PWR SYS INC
+$1.8M
2,597
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$1.7M
7,973
增持
MINT
PIMCO ETF TR
+$1.7M
24,667
+236%
建仓
ULTA
ULTA BEAUTY INC
+$1.7M
3,340
建仓
DOW
DOW INC
+$1.7M
28,888
建仓
GEN
GEN DIGITAL INC
+$1.5M
67,011
建仓
AVY
AVERY DENNISON CORP
+$1.5M
6,683
建仓
ADI
ANALOG DEVICES INC
+$1.5M
7,346
建仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$1.4M
262,354
建仓
HII
HUNTINGTON INGALLS INDS INC
+$1.4M
4,937
建仓
GD
GENERAL DYNAMICS CORP
+$1.4M
5,070
减持
SSO
PROSHARES TR
-$1.4M
57,693
-36%
增持
INTC
INTEL CORP
+$1.4M
37,180
+660%
建仓
CSCO
CISCO SYS INC
+$1.4M
27,874
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$1.3M
12,154
建仓
SLV
ISHARES SILVER TR
+$1.2M
53,099
增持
INDA
ISHARES TR
+$1.2M
27,757
+431%
减持
SPY
SPDR S&P 500 ETF TR
-$1.1M
24,681
-16%
建仓
TBUX
T ROWE PRICE ETF INC
+$1.1M
22,706
建仓
UGA
UNITED STS GASOLINE FD LP
+$1.1M
15,755
增持
LMT
LOCKHEED MARTIN CORP
+$1.1M
3,391
+256%
增持
QQQ
INVESCO QQQ TR
+$1.1M
3,351
+256%
减持
—
ETF SER SOLUTIONS
-$1.1M
8,728
-84%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
6,393
建仓
EPP
ISHARES INC
+$1.1M
24,750
建仓
ILF
ISHARES TR
+$1.1M
37,027
增持
XLV
SELECT SECTOR SPDR TR
+$1.0M
8,588
+348%
建仓
GILD
GILEAD SCIENCES INC
+$898.1K
12,261
建仓
CORT
CORCEPT THERAPEUTICS INC
+$881.8K
35,006
增持
CRM
SALESFORCE INC
+$800.5K
3,369
+314%
增持
LLY
ELI LILLY & CO
+$682.3K
1,463
+87%
建仓
EXEL
EXELIXIS INC
+$641.4K
27,028
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$613.1K
8,104
增持
XLE
SELECT SECTOR SPDR TR
+$601.5K
9,335
+180%
建仓
LNTH
LANTHEUS HLDGS INC
+$594.8K
9,557
建仓
CAH
CARDINAL HEALTH INC
+$590.9K
5,281
建仓
PFE
PFIZER INC
+$589.0K
21,224
增持
ITA
ISHARES TR
+$587.7K
6,337
+223%
增持
BDGS
EA SERIES TRUST
+$580.9K
42,355
+96%
建仓
WMT
WALMART INC
+$569.5K
9,465
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$566.8K
2,660
增持
META
META PLATFORMS INC
+$562.3K
2,228
+52%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$529.2K
18,135
建仓
RCS
PIMCO STRATEGIC INCOME FD
+$528.1K
86,714
建仓
CLOI
VANECK ETF TRUST
+$521.2K
9,867
建仓
COST
COSTCO WHSL CORP NEW
+$455.0K
621
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$445.9K
19,379
增持
JPM
JPMORGAN CHASE & CO
+$415.9K
4,075
+73%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$406.9K
8,981
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$401.6K
9,210
建仓
IQV
IQVIA HLDGS INC
+$377.3K
1,492
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$359.4K
1,121
建仓
EMXC
ISHARES INC
+$355.2K
6,170
建仓
VPC
ETFIS SER TR I
+$348.9K
15,508
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$347.5K
2,553
建仓
GE
GENERAL ELECTRIC CO
+$347.4K
1,978
建仓
SCHW
SCHWAB CHARLES CORP
+$333.5K
4,609
增持
DIS
DISNEY WALT CO
+$318.8K
7,318
+15%
建仓
O
REALTY INCOME CORP
+$317.7K
5,872
增持
TSLA
TESLA INC
+$316.0K
3,249
+216%
建仓
MA
MASTERCARD INCORPORATED
+$314.5K
653
建仓
AMD
ADVANCED MICRO DEVICES INC
+$309.7K
1,716
建仓
BIZD
VANECK ETF TRUST
+$307.3K
18,181
建仓
BKNG
BOOKING HOLDINGS INC
+$304.8K
84
建仓
TJX
TJX COS INC NEW
+$301.8K
2,976
建仓
ADBE
ADOBE INC
+$295.7K
586
清仓
FLOT
ISHARES TR
-$293.7K
0
-100%
建仓
MAIN
MAIN STR CAP CORP
+$291.4K
6,159
增持
AMZN
AMAZON COM INC
+$291.0K
3,374
+61%
建仓
TLH
ISHARES TR
+$280.3K
2,668
建仓
PTNQ
PACER FDS TR
+$265.7K
3,868
建仓
CTRE
CARETRUST REIT INC
+$265.6K
10,898
建仓
AJAN
INNOVATOR ETFS TRUST
+$261.2K
10,490
清仓
TJUL
INNOVATOR ETFS TR
-$260.5K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$251.2K
2,748
建仓
MCD
MCDONALDS CORP
+$241.3K
856
增持
ABBV
ABBVIE INC
+$228.0K
2,592
+65%
清仓
UJUL
INNOVATOR ETFS TR
-$226.8K
0
-100%
建仓
STLD
STEEL DYNAMICS INC
+$222.3K
1,500
清仓
PJAN
INNOVATOR ETFS TR
-$216.5K
0
-100%
增持
GOOGL
ALPHABET INC
+$215.5K
3,539
+55%
增持
AOR
ISHARES TR
+$215.0K
9,218
+64%
建仓
COR
CENCORA INC
+$213.6K
879
清仓
XLI
SELECT SECTOR SPDR TR
-$208.9K
0
-100%
减持
ARKK
ARK ETF TR
-$207.9K
7,344
-33%
建仓
PFEB
INNOVATOR ETFS TRUST
+$203.0K
5,944
清仓
VTI
VANGUARD INDEX FDS
-$202.8K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$191.7K
1,886
+61%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$186.9K
0
-100%
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$182.7K
12,011
减持
UAPR
INNOVATOR ETFS TRUST
-$182.6K
16,502
-30%
增持
TLT
ISHARES TR
+$182.6K
13,435
+22%
建仓
VALE
VALE S A
+$181.5K
14,889
增持
V
VISA INC
+$172.6K
2,738
+21%
减持
PAPR
INNOVATOR ETFS TRUST
-$171.9K
13,350
-30%
增持
ELV
ELEVANCE HEALTH INC
+$135.2K
718
+43%
减持
UDEC
INNOVATOR ETFS TRUST
+$127.2K
105,017
-1%
建仓
RKLB
ROCKET LAB USA INC
+$122.7K
29,852
减持
APD
AIR PRODS & CHEMS INC
-$112.9K
2,062
-8%
增持
AGG
ISHARES TR
+$106.6K
3,423
+49%
减持
PDEC
INNOVATOR ETFS TRUST
+$100.1K
72,752
-0%
减持
IEF
ISHARES TR
-$97.5K
3,304
-22%
减持
—
ACCENTURE PLC IRELAND
-$95.7K
632
-30%
增持
AMGN
AMGEN INC
+$95.6K
1,565
+29%
减持
UJAN
INNOVATOR ETFS TRUST
-$93.3K
6,100
-33%
减持
MSTB
ETF SER SOLUTIONS
-$75.3K
149,478
-11%
减持
QYLD
GLOBAL X FDS
-$68.1K
25,511
-16%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$67.7K
1,446
-5%
增持
LDOS
LEIDOS HOLDINGS INC
+$66.4K
2,699
+2%
